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 Author  Thread: Merging contacts but not accounts?
Dan Delisle
Posts: 38
 
Merging contacts but not accounts?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 11 Aug 14 12:17 PM

Hello everyone,


I am attempting to reconfigure our security model in SLX LAN 7.5.0.1. I have created teams and have one team where I want them to be able to delete,create, merge contacts but NOT Accounts. I have been trying different configurations but am unable to get the results I want. Is this even possible without writing custom code and if so, how? I have to admit that I am a little overwhelmed by the SLX security. Right when I think I have a piece figured out, I run into something like this.


Thank you very much for any help or assistance

[Reply][Quote]
Mike Spragg
Posts: 1226
Top 10 forum poster: 1226 posts
 
Re: Merging contacts but not accounts?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Aug 14 1:46 AM

Unfortunately no, not at all possible. If you merge accounts, the contacts go with the account to the new team. The user can either create/delete per entity (not per team). Your only option is customisation to fix this. If you are confused now, imagine what it would be like with an array of CReate/Update/Delete per team

[Reply][Quote]
Dan Delisle
Posts: 38
 
Re: Merging contacts but not accounts?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 13 Aug 14 9:58 AM

Thanks Mike. Not the answer I wanted to hear, but still an answer It wont prevent me from stating the usual.........You rock! and thanks for the help!!

[Reply][Quote]
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